+59.3%
USAR vs VIAV
+237.2%
-178.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -4.5% | -1.4% | -4.7% |
| 7D | -9.3% | +11.2% | -20.5% | -12.1% |
| 30D | -15.2% | -2.6% | -12.6% | -15.1% |
| 3M | -21.1% | -20.1% | -1.0% | -17.5% |
| 6M | -21.6% | +25.8% | -47.4% | -23.2% |
| YTD | +34.8% | +109.9% | -75.1% | +27.3% |
| 1Y | +15.6% | +214.3% | -198.6% | +7.4% |
| 3Y | +57.7% | +281.6% | -223.9% | +45.4% |
| All | +59.3% | +237.2% | -178.0% | +47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VIAV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling